AWE
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Avidian Wealth Enterprises’s Air Products & Chemicals APD Stock Holding History

Avidian Wealth Enterprises’s Portfolio APD Stock Details APD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.68M Sell
6,049
-329
-5% -$97.9K 0.05% 242
2026
Q2 		$1.87M Buy
6,378
+338
+6% +$98.3K 0.05% 224
2026
Q1 		$1.75M Buy
+6,040
New +$1.67M 0.06% 213
2025
Q2 		– Sell
-761
Closed -$224K – 553
2025
Q1 		$224K Buy
761
+32
+4% +$9.87K 0.01% 486
2024
Q4 		$211K Sell
729
-271
-27% -$85.1K 0.01% 476
2024
Q3 		$298K Buy
+1,000
New +$273K 0.01% 401
2024
Q2 		– Sell
-842
Closed -$204K – 500
2024
Q1 		$204K Buy
+842
New +$206K 0.01% 420
2023
Q2 		– Sell
-2,224
Closed -$639K – 416
2023
Q1 		$639K Sell
2,224
-688
-24% -$201K 0.04% 255
2022
Q4 		$898K Buy
2,912
+480
+20% +$135K 0.06% 190
2022
Q3 		$566K Buy
2,432
+1
+0% +$248 0.04% 219
2022
Q2 		$585K Buy
2,431
+2
+0.1% +$486 0.04% 244
2022
Q1 		$607K Sell
2,429
-292
-11% -$75K 0.04% 267
2021
Q4 		$828K Buy
2,721
+632
+30% +$186K 0.05% 218
2021
Q3 		$535K Buy
2,089
+260
+14% +$71.9K 0.04% 206
2021
Q2 		$526K Buy
1,829
+62
+4% +$18.2K 0.04% 210
2021
Q1 		$497K Buy
1,767
+129
+8% +$35.1K 0.04% 215
2020
Q4 		$447K Buy
1,638
+188
+13% +$52.9K 0.04% 203
2020
Q3 		$432K Sell
1,450
-23
-2% -$6.62K 0.05% 175
2020
Q2 		$356K Sell
1,473
-206
-12% -$47K 0.05% 170
2020
Q1 		$335K Buy
1,679
+311
+23% +$70.9K 0.05% 136
2019
Q4 		$322K Buy
+1,368
New +$309K 0.05% 169

Other funds holding APD

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SCM
Spring Capital Management Amarillo, Texas $208M AUM 11.98% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Avidian Wealth Enterprises's APD Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Air Products & Chemicals (APD) stake by 5.2% in Q3 2026, selling an estimated $97.9K and leaving 6,049 shares worth $1.68M. The position accounts for 0.05% of the portfolio, ranked #242.

Avidian Wealth Enterprises first reported a position in APD in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.87M in Q2 2026. 89 funds tracked by Wall St. Rank hold APD as of Q3 2026.

  • Avidian Wealth Enterprises held 6,049 shares of Air Products & Chemicals worth $1.68M as of Q3 2026.
  • Avidian Wealth Enterprises sold 329 Air Products & Chemicals shares in Q3 2026, an estimated $97.9K.
  • Air Products & Chemicals made up 0.05% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #242 holding.
  • Avidian Wealth Enterprises first reported a position in Air Products & Chemicals in Q4 2019 and has held it in 21 quarters since.
  • Avidian Wealth Enterprises's Air Products & Chemicals position peaked at $1.87M in Q2 2026.
  • 89 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.